Our investment monthly for December provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we look at upside prospects for the FTSE 100, S&P 500 and TOPIX, USD gains as Fed tightening is anticipated, and potential downside risks to commodities. The diverging fortunes of Taiwan, Turkey and China are discussed in our emerging markets section. In our regular features - ESG looks at new disclosure standards from the CFA, Investing for Yield looks at UK REIT's, Under the Bonnet examines wage growth, Jargon Buster explains tapering. To receive this and other publications regularly, please subscribe to Tricio Insights.
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Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the FTSE 250. The index usually rises the year after a negative return year, b
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at NVIDIA and the NASDAQ 100 as chips are seemingly in play for the AI dream. Our
Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain
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